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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,726 | $82,678+129.5% | $125,391+51.3% | $68,490+177.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.12% | -5.97%-11.1pp | 572.41%-589.5pp | -7.85%-9.3pp |
| Employer contribution / active EE | $5,753 | $3,382+70.1% | $4,816+19.5% | $2,597+121.5% |
| Participant deferral / active EE | $8,069 | $6,111+32.0% | $7,448+8.3% | $4,028+100.3% |
| Admin fee / account holder | $16,173 | $6,277+157.6% | $10,009+61.6% | $5,403+199.3% |